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Quotation-Order-Invoice

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Posted on by Yin Mon Pyone

Dear All,

I would like ask one question regarding to Quotation.

We are software company and we use Microsoft CRM.

In our billing process for one project, we show 100% revenue amount in Quotation. But when we bill to customer, initial stage 50% , second stage 30% and final stage 20%.

In this case, is there a way to make partial billing in either Sales Order or Sales Invoice or any scenario that match our business requirement.

Thank you.

Sweety

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Fabio Branco Microsoft Employee on at

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Hello Swetty Start,

Thank you for your question

Yes I think it's possible to make partial billings following the documentation avaailble on the Dynamics 365 Business Central (the sucessor of Microsoft Dynamics Nav)

https://docs.microsoft.com/en-us/dynamics365/business-central/sales-how-invoice-sales

https://docs.microsoft.com/en-us/dynamics365/business-central/sales-how-make-offers

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Yin Mon Pyone 12 on at

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Hi Fabio,

Thank you for your advice.

I would like to know features in Dynamic 365 CRM and not in business central.

Regards,

Sweety

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